Superannuation

Self Managed Super Funds

Your superannuation is essentially savings put aside for your retirement. Superannuation is a long term investment, so every dollar you save could make a significant difference in the future.

Ruby Lam Tax & Business Services can assist you with superannuation and retirement advice to achieve your goals.

We can assist you with:

  • Establishment of a Self-Managed Superannuation Fund
  • Compliance advice
  • Advice on taxation benefits
  • Assist with upgrade of trust deeds
  • Assist with change of Trustee
  • Investment Strategies
  • Pension calculations, establishment and consolidation including all documentation
  • Arrange actuarial certificates
  • Assist trustee in meeting annual reporting requirements
  • Preparation of financial statements
  • Preparation of annual taxation return
  • Arrange for independent audit of your SMSF

Contact Our Office to discuss

how Our Accountants can help you!!